The Next Big Thing: A Megatrends Podcast

Nuclear energy is having a moment. Governments are committing to expand capacity, technology companies are securing long-term power supplies and a new generation of reactors is taking shape. But powering that future requires fuel. In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti speak with Paul Mann, founder and CEO of ASP Isotopes, and Dr. Ryno Pretorius, CEO of Quantum Leap Energy, about the race to build the isotope enrichment and nuclear fuel supply chains needed to support the next generation of nuclear energy.

In this episode of The Next Big Thing, Christopher Gannatti speaks with Abhishek Chopra, Founder and CEO of BQP, and Justin Call, Co-Founder and CEO at Modovolo about how new approaches to computing could help solve engineering challenges. The conversation explores how BQP’s quantum-inspired algorithms, running on today’s classical hardware, are being applied to the design of Modovolo’s drones. From optimising propellers and motors together to exploring vast numbers of possible designs, the aim is to solve engineering problems that traditional methods can struggle to handle.

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti speak with Dr. Subodh Kulkarni, President and CEO of Rigetti Computing, about the road to quantum advantage and the engineering challenges that still need to be solved.From improving qubit fidelity and scaling quantum processors to real-time error correction, Subodh explains the milestones he believes are needed before quantum computers can begin entering data centres. The conversation also explores Rigetti’s chiplet architecture, the role of hybrid computing and how quantum processing units could eventually work alongside CPUs and GPUs rather than replace them.

The energy transition and growing electrification are driving demand for a broad spectrum of metals. Supplying those metals responsibly, reliably and at the right cost is becoming one of the defining industrial challenges of our time. In this episode of The Next Big Thing, Mobeen Tahir speaks with Dr. Richard Stewart, CEO of Sibanye-Stillwater, about the metals powering a new industrial era and how the mining industry is evolving to meet changing demand.

Mining is becoming one of the first industries to deploy physical AI at scale, offering a glimpse into how AI could transform heavy industry. In this episode of The Next Big Thing, we speak with Yudong Liu from Eacon about how physical AI is transforming the mining industry. We explore the rise of autonomous haul trucks, why mining has become an early adopter of AI at scale, and what it takes to build reliable autonomous systems in some of the world's harshest operating environments. The conversation also covers the economics of autonomous mining, the role of safety and efficiency, how AI is reshaping industrial operations, and why mining could provide an early blueprint for the wider adoption of physical AI across heavy industry.

For decades, space has been about exploration, satellites and rockets. But what if its biggest opportunity is manufacturing? In this episode of The Next Big Thing, we explore how space is becoming a new frontier for industrial production. We speak with Jacques Fossey, CTO of BioOrbit, about how microgravity is opening up entirely new possibilities for manufacturing, particularly in biotechnology and pharmaceuticals. We discuss why certain medicines can be manufactured more effectively in orbit, how falling launch costs are making commercial space manufacturing increasingly viable, and why the next generation of space stations could become automated production facilities. The conversation also explores the future of in-space research, the role of SpaceX and commercial launch providers, and how manufacturing beyond Earth could reshape industries ranging from healthcare to advanced materials.

Artificial intelligence is transforming industries around the world. But beneath every AI model sits an increasingly complex infrastructure stack powering it all. In this episode of The Next Big Thing, we speak with Dylan Patel, founder of SemiAnalysis, about the technologies underpinning the AI revolution. From GPUs, memory and networking to data centres, energy and power infrastructure, the conversation explores how every layer of the AI stack is evolving to meet unprecedented demand. We discuss the rise of AI agents, why CPUs are becoming increasingly important alongside GPUs, the changing role of memory and networking, and why power generation is emerging as one of the biggest constraints on AI growth. The episode also explores how companies across the semiconductor and infrastructure ecosystem are responding to one of the largest industrial buildouts in decades.

Rare earths are no longer just a niche mining story. They sit at the centre of some of the most important trends shaping the global economy, from electric vehicles and robotics to AI infrastructure, drones and defence systems. Yet the real challenge is not simply finding these materials. It is building the supply chains needed to process them and turn them into the products modern industry depends on. In this episode of The Next Big Thing, we speak with Ryan Corbett, Chief Financial Officer of MP Materials, about the race to rebuild rare earth supply chains. We explore China's dominance across mining, refining and magnet production, why NdPr is emerging as a critical bottleneck, and why demand is broadening well beyond electric vehicles. The conversation also examines the role of industrial policy, supply chain security and vertical integration in building a resilient materials ecosystem.

As breakthroughs continue across the industry, the focus is increasingly shifting towards how quantum technologies can be deployed to solve real-world problems. In this episode of The Next Big Thing, we explore the software, algorithms and platforms helping drive the quantum revolution. The conversation examines how organisations are preparing for a quantum-enabled future, how hybrid quantum-classical workflows are emerging, and why software is becoming a critical bridge between quantum hardware and practical applications. We discuss the growing momentum across the quantum ecosystem, the role of AI in accelerating quantum development, and how enterprises are building quantum-ready capabilities today. The episode also explores what investors should watch as the industry evolves and why software may play a central role in unlocking the next generation of quantum applications.

Quantum computing is often discussed as a future technology. But what if parts of that future are already here? In this episode of The Next Big Thing, we speak with Nathan Mason from BQP about the growing convergence between quantum computing, artificial intelligence and high performance computing. From cybersecurity and aerospace to logistics and space infrastructure, the conversation explores how quantum-inspired algorithms are already solving real-world problems today.

Lithium sits at the heart of the energy transition, but the story is evolving. In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti are joined by Ana Cabral, CEO of Sigma Lithium, to explore the shifting dynamics of the lithium market. From electric vehicles to data centres, they discuss how new sources of demand are reshaping the outlook for lithium. They also dive into cost discipline, sustainable mining, and how Sigma Lithium has built one of the lowest-cost and most environmentally focused operations in the industry. From supply challenges to long-term demand trends, this conversation goes beyond prices to uncover what really drives the lithium market.

Europe is entering a new phase, one defined by defence spending, infrastructure investment and a renewed focus on strategic autonomy. In this episode of The Next Big Thing, Mobeen Tahir is joined by Aneeka Gupta and Baoqi Zhu to unpack two of the most important themes shaping Europe today: defence and infrastructure. From the shift from budgets to execution in defence, to the growing investment gap in infrastructure, they explore how policy, geopolitics, and long-term demand are driving a structural transformation.

Thematic investing is being reshaped by three powerful forces: rising energy demand, intensifying geopolitics, and the rapid buildout of AI infrastructure. In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti discuss the key themes from our latest thematic outlook. They explore the concept of energy addition, the growing importance of nuclear power, the strategic role of rare earth metals, and how the global race for AI infrastructure is changing markets. From defence spending and drone technology to the evolving outlook for software and semiconductors, this conversation connects the dots across the themes shaping markets in 2026. For European investors, explore the outlook here: wisdomtree.eu/outlook

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti are joined by Blake Heimann to explore the rise of physical AI. From humanoid robots and autonomous vehicles to drones and industrial automation, they unpack what it means for AI to move beyond software and into physical systems. They discuss the role of edge computing, Nvidia’s ecosystem, the economics of humanoids, battery constraints, supply chains, and the geopolitical race between the United States and China. If generative AI was the first chapter, physical AI may be the next.

As defence platforms evolve, so do the systems that power them. In this episode of The Next Big Thing, host Mobeen Tahir speaks with Alexander Sagel, CEO of RENK Group, about how the company is scaling its global operations to meet the demands of modern defence. From UGVs and tracked vehicles to naval propulsion systems, they explore how RENK is investing in mobility technologies, digital integration, and long-term production capacity to support defence programmes well into the 2040s.

Defence budgets are rising, geopolitical tensions are high, and European governments are looking inward for critical technologies. In this episode of The Next Big Thing, host Mobeen Tahir speaks with Miguel Forteza, CFO of Indra, about how the company is scaling to meet the needs of modern warfare and sovereignty. From cyber defence and AI integration to land systems, unmanned platforms and the launch of IndraMind, they discuss how Indra is transforming into a full-spectrum defence and aerospace innovator in Europe and beyond.

Quantum computing is not a far-off science project. It is already reshaping how we think about encryption, security and the future of digital infrastructure. In this episode of The Next Big Thing, Christopher Gannatti and Elvira Kuramshina speak with Sean Hackett and Chris Tam from BTQ, a company building full-stack post-quantum security solutions. They explore what is at stake for everything from stablecoins and smart contracts to satellites, automotive systems and payment rails, and why migrating to post-quantum cryptography needs to start today.

Shipbuilding may sound traditional, but it is anything but. In this episode of The Next Big Thing, host Mobeen Tahir speaks with Pierroberto Folgiero, CEO of Fincantieri, about how one of Europe’s largest shipbuilders is transforming into a defence innovation powerhouse. From underwater drones and autonomous systems to the evolution of the mothership concept, they discuss how Fincantieri is building a modern fleet and why European industrial capacity is now a matter of security, sovereignty and strategy.

Is the AI trade already priced in—or just getting started? In this solo episode of The Next Big Thing, Christopher Gannatti, Global Head of Research at WisdomTree, breaks down what 2025 tells us about the real economics of AI. From Nvidia's explosive earnings growth to the massive capex plans of Meta, Microsoft, Oracle and Amazon, he looks at what AI infrastructure spending is really buying, how quickly it’s scaling, and what investors need to understand about chips, GPUs, model complexity and cost. If you're wondering where the AI narrative is headed next, this episode is your data-driven checkpoint.

Quantum computing is advancing—but how close are we really to the breakthrough moment? In this solo episode of The Next Big Thing, Christopher Gannatti, Global Head of Research at WisdomTree, unpacks the current state of quantum computing and what investors should watch in the years ahead. From fault-tolerant systems and logical qubits to quantum sensing, networking, and encryption, he breaks down key milestones and compares players like IonQ, D-Wave, and Rigetti. With IBM's 2029 roadmap as a guide, this is your deep-dive into one of the most important emerging technologies in the world.

With the world’s demand for clean, reliable energy surging—particularly from data centres and AI infrastructure—nuclear power is back in focus. In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti sit down with Andre Liebenberg, CEO of Yellow Cake PLC, to explore what’s fuelling the nuclear revival. From tight uranium supply and slow-moving mine timelines, to the rise of small modular reactors (SMRs) and shifting policy support, they unpack why investors are increasingly turning to uranium.

What happens to Europe’s defence sector if peace returns to Ukraine? In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti unpack the latest geopolitical developments and what they mean for the long-term outlook for defence stocks, military innovation, and investors. They discuss how the structural case for European rearmament remains intact—even if market reactions are short-term and headline-driven. From Rheinmetall’s order backlog and partnerships with Anduril and Volkswagen, to the rise of military tech companies like Leonardo, and the growing focus on cybersecurity and autonomy, this episode explores why defence is no longer just a trade—it’s a theme.

Thematic investing is having a moment—and in 2025, it’s about more than just AI. In this episode of The Next Big Thing, Mobeen Tahir puts Christopher Gannatti, Global Head of Research at WisdomTree, in the hot seat to break down the megatrends shaping markets this year. From the scale of AI infrastructure and the rise of humanoid robots to Tesla’s reinvention, nuclear energy’s comeback, and the battle for data centre dominance, they unpack the major narratives every investor should be watching right now—and where the opportunities may lie.

What if our understanding of markets was built on outdated classifications? In this episode of The Next Big Thing, hosts Mobeen Tahir and Elvira Kuramshina sit down with Ye Tian, founder of Theia Insights, to explore how AI is reshaping the foundation of thematic investing. From company classification to portfolio construction, Ye shares how large language models can dynamically read and interpret corporate filings to deliver a real-time view of who does what in the global economy. They unpack Theia’s approach to industry classification, thematic factors, and Concept to Universe—and how this changes the game for investors.

Europe’s defence landscape is undergoing a historic transformation—and Rheinmetall is at the centre of it. In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti are joined by Dirk Winkels, Head of Investor Relations and Corporate Communications at Rheinmetall, to explore how the company is responding to unprecedented demand, scaling production, and partnering across the continent. From tanks and drones to digitised vehicles and AI-powered munitions, they unpack Rheinmetall’s growing order book, its role in European defence industrial strategy, and the urgency driving collaboration with companies like Volkswagen, Leonardo, Nokia, and Anduril.

AI is transforming cybersecurity—but it’s also creating new vulnerabilities. In this episode of The Next Big Thing, host Chris Gannatti is joined by Sachin Bansal and Pratik Mehta to explore how AI is reshaping both sides of the cyber landscape. From automating security operations to securing LLMs and agentic systems, they unpack how cyber teams are adapting—and what investors need to know. The conversation also covers the latest on Wiz, CrowdStrike, the rise of platform consolidation, and how human risk remains cybersecurity’s biggest wildcard.

What if you could mine Bitcoin without ever touching a machine? In this episode of The Next Big Thing, host Mobeen Tahir speaks with Charley Brady of BitFuFu, the world’s largest cloud mining platform, to explore how cloud-based infrastructure is transforming Bitcoin mining. From decentralised hashpower and energy strategy to institutional adoption and global expansion, they unpack how cloud mining works, who it’s for, and why it might be the next big thing in crypto infrastructure.

What happens when gaming collides with the world of Web3 and artificial intelligence? In this episode of The Next Big Thing, host Chris Gannatti sits down with Li Jie Ou, Technical Producer at iNK Stories, to explore how emerging technologies are transforming the future of gameplay. From narrative design and player-owned assets to AI-powered NPCs and dynamic storytelling, they discuss how tools like blockchain and generative AI are changing both the player experience and the game development process. Plus, they examine the future of the metaverse, indie game creation, and what it takes to bring new ideas to life in a fast-moving industry.

What does enterprise AI adoption actually look like beyond the headlines? In this episode of The Next Big Thing, hosts Chris Gannatti and Mobeen Tahir are joined by Amaresh Tripathy, Managing Partner at Auxo AI, to explore how businesses are applying AI in the real world. From customer service and sales to software development and marketing, they unpack the practical use cases, the friction points, and how long it really takes to move from pilot to production. Plus, they dive into agentic AI, enterprise velocity, and the deeper transformation happening beneath the hype.For EU investors only:Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Cybersecurity is evolving fast—and in 2025, the intersection of AI, quantum computing, and behavioural risk is reshaping how we defend our digital world. In this episode of The Next Big Thing, hosts Chris Gannatti and Mobeen Tahir are joined by Ross Young, CISO in residence at Team8, to explore the most critical shifts in cybersecurity today. From agentic AI tools and cloud security innovation to post-quantum encryption and behavioural hacking, they unpack where the risks lie—and where the investment opportunities may emerge. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Artificial intelligence is transforming industries, and the investment dollars are flowing fast. In this episode of The Next Big Thing, host Mobeen Tahir is joined by Chris Gannatti to explore the major trends shaping AI in 2025. From the $100 billion Stargate project to DeepSeek's impact on big tech, they break down the companies, policies, and innovations driving the AI revolution. Plus, they discuss the race for quantum supremacy, AI’s growing demand for energy, and whether self-driving cars are finally ready to take over the roads. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

As geopolitical tensions rise, Europe is ramping up defence spending—but what does that mean for investors? In this episode of The Next Big Thing, host Chris Gannatti is joined by Samuel Rines to explore how European nations are modernising their militaries, increasing budgets, and investing in cutting-edge defence technology. From drones and cyber warfare to space-based security, they break down the trends shaping Europe’s defence strategy and the investment opportunities that come with it. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

With new policies shaping the future of blockchain and digital assets, 2025 is poised to be a transformative year. In this episode of The Next Big Thing, host Chris Gannatti is joined by Blake Heimann to explore the regulatory changes under the Trump administration, how businesses are leveraging blockchain beyond cryptocurrencies, and why investors are paying close attention to blockchain equities. From Bitcoin miners to financial disruptors like Coinbase and PayPal, they break down the major players and trends driving growth in this rapidly evolving space. For EU investors only:Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, join Chris Gannatti, Mobeen Tahir, and Pierre Debru from WisdomTree as they explore the most exciting thematic investment trends for 2025. From AI and quantum computing to blockchain and energy independence, discover how these cutting-edge themes are shaping the future of investing. Get insights on market dynamics, strategic and tactical investing, and the evolving landscape of thematic ETFs. Whether you're a seasoned investor or just curious about the next big thing, this episode is packed with valuable information and expert analysis. Don't miss out on the trends that could define the next decade! For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris and Mobeen are joined by Rebecca Rapple, Founder at NINEDOT, to explore the cognitive revolution that is currently underway thanks to AI. They delve into how advancements in artificial intelligence are transforming human intelligence, discuss key innovations driving this revolution, and predict what the future holds for AI technology. Tune in to discover the top trends in AI and how this cognitive revolution is reshaping our world. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, join Chris and Mobeen as they delve into the latest megatrends shaping the investment landscape. Learn about the transformative impact of AI on biotech, the resurgence of clean energy investments, and the evolving dynamics of the electric vehicle market. Discover the macroeconomic factors influencing these sectors. For EU investors only: For more valuable insights and to stay ahead in a rapidly changing world, visit wisdomtree.eu/outlook

In this episode of The Next Big Thing, Chris sits down with Siwei Lyu, a renowned expert in deepfakes and AI, to explore the fascinating and sometimes alarming world of AI-generated content. Discover how deepfakes are created, their impact on elections and society, and the ethical dilemmas they present and learn about the innovative tools being developed to detect and combat deepfakes, and the importance of public awareness in safeguarding truth in the digital age. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Mobeen is joined by Mario Carvajal, Chief Marketing and Chief Strategy Officer at AvePoint. Together they explore the transformative power of AI in unlocking the value of data. Discover how AvePoint’s evolution is impacting various industries and the critical role of context in building effective systems. Mario sheds light on common organizational challenges like trust erosion, financial impacts, and operational inefficiencies, and explores how AI is revolutionizing the way we work. Learn about the importance of data governance and security, and get a glimpse into future trends, including the potential for tech companies to become energy giants. Don’t miss this insightful discussion on AI’s role in driving business success and innovation. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Mobeen is joined by Mark Sage, Executive Director at AREA. Together they explore the game-changing potential of augmented reality (AR) and its industry-wide adoption. Discover how AR overlays digital content onto the real world, revolutionizing sectors from logistics to aviation. Through compelling case studies, dive into the evolution of AR devices and uncover how AR is transforming surgeries, repair processes, and remote assistance, while overcoming adoption hurdles and measuring ROI. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris is joined by Lindsey Li and Caty Rea from Bessemer Venture Partners. Together they discuss the transformative power of AI in cloud computing. Discover how AI is revolutionizing software development, from automating code refactoring to enabling non-techies to dive into development. Explore the future of AI applications, vertical software solutions, and investment opportunities in the developer space. Hear insights on industry giants like Microsoft and Meta, and the challenges of managing AI systems while ensuring customer trust. Get ready for a visionary discussion on the future of cloud computing! For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Join Chris Gannatti on this episode of The Next Big Thing as he interviews Manuj Aggarwal, founder of Tetra Noodle, about his journey from the dot-com bust to AI innovation. Discover how Manuj built his consulting firm, tackled early projects like payment systems and doctor transcription services, and embraced open source and AI frameworks. Learn about AI’s transformative potential, adoption challenges, and Manuj’s projects recognized by Bill Gates and Barack Obama. Tune in for a compelling conversation on AI’s future and impact. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

"How do you tackle infinite possibilities with finite resources?" Join Chris on this episode of The Next Big Thing, as he interviews Ryan Bachman, CISO of GM Financial, to explore the evolving role of a CISO, the intersection of cybersecurity and AI, and the future of automotive security. Discover insights on managing cyber risks, the importance of privacy and trust, and the reality of one-stop-shop cybersecurity solutions. Tune in for a deep dive into the world of cybersecurity and innovation! For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Join the electrifying conversation with Oliver Walker-Jones, the marketing maestro at Joby Aviation, on this episode of The Next Big Thing. Dive into the world of eVTOL aircraft—the silent heroes of the skies—poised to transform urban travel. Discover how cutting-edge battery technology and AI are propelling these marvels beyond the realm of helicopters, promising a quieter, cleaner, and more efficient tomorrow. With autonomous flight on the horizon and hydrogen power in the pipeline, Joby Aviation is not just dreaming of an eco-friendly air taxi service—they’re making it a reality. Tune in to unravel the future of flight, where affordable air mobility is no longer a flight of fancy but a landing away! For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris and Mobeen explore the cutting-edge of biotech with Ben Taylor, CFO and Chief Strategy Officer at Exscientia. Ben touches on his transition from the high-stakes world of investment banking to spearheading AI-driven drug development. Discover how generative AI is revolutionizing the search for novel drugs and reshaping the landscape of the pharmaceutical industry. Get an insider’s look at Exscientia’s pioneering approach to AI in drug discovery, and learn about the seismic shifts it’s creating in clinical trials and regulatory landscapes. This episode is a must-listen for anyone interested in the future of healthcare and the role AI plays in forging new paths to wellness. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris is joined by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree. Together they discuss various topics related to AI and technology. They touch on Apple's release of a large language model and the new M4 chip, as well as the performance of big companies like Apple and Tesla. They explore the potential of AI in self-driving cars and the challenges and advancements in the semiconductor industry. They also discuss the impact of AI on drug discovery, the importance of cybersecurity, and the challenges of developing and deploying AI models. They emphasize the convergence of technologies and the need for efficient and secure processes in the AI ecosystem. For EU investors only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris and Mobeen are joined by Max Heinemeyer, Chief Product Officer at Darktrace, to discuss the intersection of cybersecurity and AI. Max shares his background in offensive security and how it led him to the defensive side of cybersecurity. He explains Darktrace's unique approach to cybersecurity, which involves using unsupervised machine learning to understand the behaviour and patterns of an organization's network. The conversation explores the challenges of cybersecurity in today's complex landscape and the role of AI in addressing those challenges. For EU Investors Only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris and Mobeen are back at the helm, navigating the seas of thematic investing. Their journey takes them through the evolving interest in AI and practical implementation, the growth and innovation of NVIDIA, the increasing concern about cybersecurity and the threat of AI-powered cyber-attacks as well as the impact of macroeconomic factors on thematic investing. Questions arise such as ‘could the possibility of AI in devices inspire hardware resfresh cycles’ and ‘how could AI in automobiles create a new ecosystem of businesses and applications?’ Concluding their passage, Chris and Mobeen cast a reminder to remain vigilant and attuned to the shifting winds of technological progress. For EU Investors Only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

In this episode of The Next Big Thing, Chris is joined by Jeremy Schwartz, Global CIO at WisdomTree and Dan Ives, Managing Director and Senior Equity Research Analyst, Wedbush Securities. Together they discuss various topics related to the tech industry, including the current tech cycle, valuations, the AI opportunity, partnerships, the metaverse, chip manufacturing, and the potential of AI in healthcare and biotech. They also touch on the geopolitical risks in China and Taiwan, the future of electric vehicles, and the bull case for Tesla. Overall, the conversation highlights the transformative power of AI and its impact on various sectors of the economy. For EU Investors Only: Learn more about megatrends: https://www.wisdomtree.eu/en-gb/strategies/megatrend-etfs

Megatrends are changing our world. We’ve seen the internet and smartphones transform our lives and, more recently, have seen artificial intelligence touted as ‘the next big thing’, with the emergence of software like ChatGPT. So, what’s next?

In this episode of The Next Big Thing, Chris and Mobeen discuss investor interest in thematic topics, the performance of energy storage, the long-term case for batteries, regional variations in electric vehicle adoption, China's role in the energy transition, the battery value chain, and exciting developments in energy storage. The conversation covers topics such as long duration energy storage and the potential of hydrogen, NVIDIA's growth and market cap, the future of semiconductors and NVIDIA's position, the supply of chips and the semiconductor shortage, the uptake of large language models and generative AI across industries, and the concept of the Magnificent Seven and market gains. (00:00) Introduction (01:25) Investor Interest in Thematic Topics (05:15) Long-Term Case for Batteries (09:33) Regional Variations in Electric Vehicle Adoption (14:14) China's Role in the Energy Transition (22:04) Performance of Companies in the Battery Value Chain (28:44) Exciting Developments in Energy Storage (33:20)…